+189.5%
ICVT vs VOO
+324.1%
-134.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.0% |
| 7D | -3.3% | -2.7% | -0.6% | -1.6% |
| 30D | -9.8% | -5.4% | -4.4% | -6.4% |
| 3M | -11.0% | -4.1% | -7.0% | -8.5% |
| 6M | -13.6% | +0.7% | -14.3% | -13.8% |
| YTD | +4.3% | +8.7% | -4.4% | -0.9% |
| 1Y | +1.7% | +11.0% | -9.3% | -4.6% |
| 3Y | +49.9% | +75.5% | -25.6% | +3.8% |
| 5Y | +14.6% | +68.4% | -53.8% | -19.1% |
| 10Y | +195.9% | +315.7% | -119.8% | +29.8% |
| All | +189.5% | +324.1% | -134.6% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling